CT UK Fund Retail Income GBP

Strategie

The Index is regarded as an appropriate performance measure of the UK stock market, with over 600 companies currently included, and provides a suitable target benchmark against which Fund performance will be evaluated over time. The Investment Manager selects companies considered to have good prospects for share price growth across different sectors, and typically invests in fewer than 80 companies, including some companies not within the Index. The Investment Manager also seeks to create a portfolio that compares favourably against the Index over rolling 12-month periods, when assessed using the Columbia Threadneedle ESG Materiality Rating model. This model (developed and owned by Columbia Threadneedle Investments) analyses company data to assess how effectively material environmental, social and governance (ESG) risks and opportunities are being managed.

Ziel

The Fund aims to achieve investment growth over the long term (5 years, or more). It also looks to outperform the FTSE All-Share Index (the "Index") over rolling 3-year periods, after the deduction of charges. The Fund is actively managed, and invests at least 90% of its assets in shares of companies listed on the London Stock Exchange, predominantly companies domiciled in the UK, or which have significant UK business operations.